Foster Dykema Cabot & Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$38.8M Buy
118,488
+14
+0% +$4.35K 2.25% 11
2026
Q1
$34.9M Sell
118,474
-1,244
-1% -$378K 2.22% 10
2025
Q4
$38.6M Sell
119,718
-3,160
-3% -$978K 2.37% 11
2025
Q3
$38.8M Buy
122,878
+721
+0.6% +$214K 2.54% 11
2025
Q2
$35.4M Buy
122,157
+44
+0% +$11.2K 2.49% 10
2025
Q1
$30M Sell
122,113
-1,187
-1% -$303K 2.4% 12
2024
Q4
$29.6M Sell
123,300
-1,834
-1% -$427K 2.3% 12
2024
Q3
$26.4M Sell
125,134
-1,025
-0.8% -$216K 2.21% 17
2024
Q2
$25.5M Buy
126,159
+259
+0.2% +$50.6K 2.28% 17
2024
Q1
$25.2M Sell
125,900
-13,900
-10% -$2.51M 2.35% 14
2023
Q4
$23.8M Buy
+139,800
New +$21.2M 2.52% 9

Other funds holding JPM

Foster Dykema Cabot & Partners's JPM Position: Q2 2026 in Review

Foster Dykema Cabot & Partners increased its JPMorgan Chase (JPM) stake by 0.01% in Q2 2026, buying an estimated $4.35K and bringing the position to 118,488 shares worth $38.8M. The position accounts for 2.25% of the portfolio, ranked #11.

Foster Dykema Cabot & Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Foster Dykema Cabot & Partners held 118,488 shares of JPMorgan Chase worth $38.8M as of Q2 2026.
  • Foster Dykema Cabot & Partners bought 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
  • JPMorgan Chase made up 2.25% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #11 holding.
  • Foster Dykema Cabot & Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.